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Tag Archives: GICS sectors

Feb 3, 2023

2023 GICS Changes: S&P 500 Impact Analysis

GICS® changes are approaching. On Dec. 15, 2022, S&P Dow Jones Indices and MSCI jointly announced a full list of companies affected by the upcoming revisions to the Global Industry Classification Standard (GICS) structure. Although the 2023 GICS changes are not as extensive as the Communication Services sector change in 2018, there are still significant…

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Jan 20, 2023

Latin American Equities Outperformed Global Regions in 2022

Despite a difficult year for most global equity markets, the S&P Latin America BMI gained 4.9% in 2022, and it was the only major regional equity market to close the year in positive territory. This marked a stark reversal from 2021, when Latin American equities were the sole region in the red, while the S&P…

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Jan 19, 2023

Examining Tactical Approaches to Sectors

Why does sector dispersion matter and how can it inform tactical approaches to sectors? S&P DJI’s Elizabeth Bebb and Invesco’s András Vig explore how sector dispersion can impact long-term asset allocations.

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Jan 4, 2023

Latin America in the Long Term: A Potential Application of U.S. Equities

2022 was a challenging year for equity markets, as central banks around the world hiked interest rates in response to surging inflation. U.S. equities were affected by the souring sentiment, with the S&P Composite 1500® down 17.8% in 2022. More broadly, all 25 countries in the S&P Global Developed BMI declined in U.S. dollar terms…

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Oct 21, 2022

Why Are U.S. Equities and the Real Estate Sector Relevant to the Chilean Market?

U.S. Equities’ Predominance U.S. equities represent 59.1% of the total global equity market in terms of float market capitalization (FMC) and at least 50% of the weight in 8 of the 11 GICS sectors globally. Given trends and narratives, U.S. equities seem to have an outsized role in explaining performance globally and may help investors…

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Oct 18, 2022

Despite a Bumpy Start to 2022, Latin America Outperforms Most Global Markets in Q3 and YTD

What a year it is turning out to be for Latin American equities. Despite the turbulence of the past three quarters, Latin America has been resilient. As shown in Exhibit 1, the S&P 500® and S&P Emerging BMI have declined in every quarter of 2022 and have lost more than 20% each YTD as of…

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Jul 14, 2022

Latin American Equities Fall Back to Earth in Q2

Following a stellar Q1 in which the S&P Latin America BMI jumped 25%, the regional equity market fell back to Earth as second-quarter losses more than offset first-quarter gains. However, the region remained a relatively bright spot compared to global equities more broadly, as the S&P Latin America BMI was only down 3.5% YTD compared…

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Apr 18, 2022

A Much-Anticipated Reversal of Fortunes for Latin American Equities

The Latin American pendulum has swung back from negative to positive returns in the past three months. The S&P Latin America 40 ended the quarter up 29.5%, its best Q1 performance since 1991. This is in stark contrast to other global equity markets, which ended in the red, with the S&P 500® losing 4.6%, the…

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Jan 19, 2022

Latin American Equities Close 2021 in the Red for a Second Consecutive Year, Driven by Weakness in Brazil

2021 started on a hopeful note, with COVID-19 vaccines coming to save the world. However, as in many other parts of the world, Latin American countries struggled to control the pandemic’s impact on their economies and societies. Additionally, political uncertainty and civil unrest in several countries contributed to a disappointing year. While most global markets…

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Oct 19, 2021

What’s the Role of the S&P 500 in the Global Opportunity Set?

As Asian investors consider potential shifts in inflation and macro trends, could a closer look at U.S. markets through the lens of the S&P 500 help them identify potential opportunities abroad? Hamish Preston and Jason Ye of S&P DJI join Erik Norland of CME Group to explore the potential risk/return and diversification benefits of U.S….

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